Invesco Exchange-Traded Fund Trust II - PIE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 976,462 | 25,417 | 0.01% | 0.01% | 1 | +83,956 | 9.41% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 904,201 | 23,536 | 0.0% | 0.0% | 2 | +297,430 | 49.02% | Q1 2026 | May 11, 2026 |
| NewSquare Capital LLC | History | Added to | 373,168 | 9,713 | 0.84% | 0.24% | 3 | +256,390 | 219.55% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 269,594 | 7,017 | 0.0% | 0.0% | 4 | +206,454 | 326.98% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 252,755 | 6,579 | 0.0% | 0.0% | 5 | +24,768 | 10.86% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 181,424 | 4,722 | 1.8% | 1.57% | 6 | +14,932 | 8.97% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Added to | 167,100 | 4,349 | 0.0% | 0.0% | 7 | +3,098 | 1.89% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 153,584 | 3,997 | 0.06% | 0.02% | 8 | +98,946 | 181.09% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 150,000 | 3,904 | 0.0% | 0.0% | 9 | +108,142 | 258.35% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 73,019 | 1,901 | 0.0% | 0.0% | 10 | +21,658 | 42.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 67,653 | 1,761 | 0.0% | 0.0% | 11 | +58,668 | 652.95% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 62,332 | 1,622 | 0.0% | 0.0% | 12 | -1,906 | -2.97% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,417 | 1,599 | 0.0% | 0.0% | 13 | +3,445 | 5.94% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 39,235 | 1,021 | 0.01% | 0.0% | 14 | +6,927 | 21.44% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 37,171 | 967 | 0.05% | 0.02% | 15 | +23,198 | 166.02% | Q1 2026 | Apr 27, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 36,590 | 952 | 0.38% | 0.29% | 16 | -11,713 | -24.25% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,733 | 773 | 0.0% | 0.0% | 17 | -2,627 | -8.12% | Q1 2026 | May 04, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 29,443 | 766 | 0.3% | 0.27% | 18 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 27,640 | 719 | 0.0% | — | 19 | +27,640 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 29,741 | 703 | 0.0% | 0.0% | 20 | -868 | -2.84% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,672 | 616 | 0.0% | 0.0% | 21 | -10,562 | -30.85% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 23,100 | 601 | 0.21% | — | 22 | +23,100 | New | Q1 2026 | May 12, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 22,180 | 577 | 0.35% | 0.32% | 23 | +179 | 0.81% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | New | 21,730 | 565 | 0.0% | — | 24 | +21,730 | New | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 21,095 | 546 | 0.0% | 0.0% | 25 | +2,250 | 11.94% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 19,427 | 505 | 0.01% | 0.01% | 26 | -1,183 | -5.74% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,488 | 481 | 0.0% | 0.0% | 27 | +12,045 | 186.95% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,195 | 447 | 0.0% | 0.0% | 28 | -669 | -3.74% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,517 | 429 | 0.0% | 0.0% | 29 | -62 | -0.37% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,983 | 390 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 13,574 | 353 | 0.0% | — | 31 | +13,574 | New | Q1 2026 | Apr 22, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 13,269 | 345 | 0.17% | — | 32 | +13,269 | New | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,788 | 332 | 0.01% | 0.01% | 33 | -6,557 | -33.9% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Reduced | 12,088 | 314 | 0.02% | 0.02% | 34 | -225 | -1.83% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,732 | 300 | 0.0% | 0.0% | 35 | +4,619 | 64.94% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,538 | 300 | 0.0% | 0.0% | 36 | -72 | -0.62% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,207 | 291 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nicholson Wealth Management Group, LLC | History | New | 10,083 | 262 | 0.15% | — | 38 | +10,083 | New | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,994 | 260 | 0.0% | 0.0% | 39 | +1,172 | 13.28% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | New | 9,902 | 257 | 0.01% | — | 40 | +9,902 | New | Q1 2026 | May 14, 2026 |
| Heirloom Wealth Management | History | New | 9,461 | 246 | 0.04% | — | 41 | +9,461 | New | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,623 | 224 | 0.0% | 0.0% | 42 | +8,555 | 12580.88% | Q1 2026 | Jun 02, 2026 |
| CWM, LLC | History | Added to | 8,554 | 222 | 0.0% | 0.0% | 43 | +8,220 | 2461.08% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 7,862 | 204 | 0.0% | — | 44 | +7,862 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 6,486 | 168 | 0.0% | 0.0% | 45 | +2 | 0.03% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,799 | 150 | 0.0% | 0.0% | 46 | -11,206 | -65.9% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,510 | 143 | 0.0% | — | 47 | +5,510 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 6,045 | 142 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | No change | 4,890 | 127 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,393 | 114 | 0.0% | 0.0% | 50 | +3,302 | 302.66% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,433 | 63 | 0.01% | 0.01% | 51 | +1,067 | 78.11% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,000 | 47 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,800 | 46 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sankala Group LLC | History | Reduced | 1,515 | 38 | 0.03% | 0.04% | 54 | -320 | -17.44% | Q1 2026 | Mar 31, 2026 |
| AE Wealth Management LLC | History | Added to | 715 | 18 | 0.0% | 0.0% | 55 | +582 | 437.59% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 551 | 14 | 0.01% | 0.0% | 57 | +36 | 6.99% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 537 | 14 | 0.0% | 0.0% | 56 | -16 | -2.89% | Q1 2026 | May 01, 2026 |
| Whipplewood Advisors, LLC | History | No change | 505 | 13 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 544 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 356 | 9 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 239 | 6 | 0.0% | — | 61 | +239 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | New | 200 | 5 | 0.0% | — | 63 | +200 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 224 | 5 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 118 | 3 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | New | 106 | 2 | 0.0% | — | 65 | +106 | New | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,424 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,713 | -100.0% | Q1 2026 | May 14, 2026 |
| Shade Tree Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,451 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,386 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |